Midland Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Midland Wealth Advisors LLC

$1.7 Trillion
Q1 2025

A detailed history of Midland Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 354,721 shares of IVV stock, worth $226 Million. This represents 11.74% of its overall portfolio holdings.

Number of Shares

354,721

Previous 365,639 2.99%

Holding current value

$226 Million

Previous $215 Billion 7.4%

% of portfolio

11.74%

Previous 12.95%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$554.06 - $615.85 $6.05 Million - $6.72 Million	-10,918 Reduced 2.99%	354,721 $199 Billion
Q4 2024 Feb 07, 2025	BUY	$570.51 - $610.59 $394,222 - $421,917	691 Added 0.19%	365,639 $215 Billion
Q3 2024 Oct 23, 2024	SELL	$520.18 - $576.82 $9.21 Million - $10.2 Million	-17,709 Reduced 4.63%	364,948 $211 Billion
Q2 2024 Aug 01, 2024	SELL	$497.53 - $549.64 $2.29 Million - $2.53 Million	-4,600 Reduced 1.19%	382,657 $209 Billion
Q1 2024 May 13, 2024	BUY	$469.56 - $525.73 $5.07 Million - $5.68 Million	10,802 Added 2.87%	387,257 $204 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $155 Million - $180 Million	376,455 New	376,455 $180 Billion

Others Institutions Holding IVV

# of Institutions

3,971

Shares Held

802M

Call Options Held

5.37M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Midland Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History